Pick a trade when the company is created and get its job types, steps, checklists, wording and suggested modules. Change any of it later. A trade without its own setup starts from a neutral one you shape to fit.
Starts set up for this trade
Full-yard reworks, hardscape and planting, with projects and quotes switched on.
Fits with Projects, Quotes and Rain warnings
Starts set up for this trade
Builds with phases, service calls and estimate visits, with a daily safety checklist and final walk-through form ready to use. Permit number, inspector and lot or parcel fields are there from day one.
Fits with Projects, Forms and Subcontractors
Starts set up for this trade
Recurring cleans, deep cleans and move-outs, with checklists by room. Indoor work, so no rain warnings.
Fits with Service plans and Customer portal
Starts from the general setup
Weekly mowing April to October, routes in nearest-first order, and a rain warning with one tap to move to the next dry day.
Fits with Repeating visits, Service plans and Equipment
Starts from the general setup
Regular visits that schedule and bill themselves, a checklist on every stop, and stock on each truck.
Fits with Service plans, Forms and Inventory
Starts from the general setup
Lots of small jobs: a quick quote the customer approves on their phone, photos and a signature on the job, and the invoice paid by card.
Fits with Quotes & invoicing and Booking form
Starts from the general setup
Buildings, their units, tenants and leases, the maintenance jobs at each one, and a deal calculator for the next purchase.
Fits with Property management and Service plans
Call them Jobs or Projects, Customers or Clients, Crews or Teams. The whole app follows. And if you'd rather not set it up yourself, we can do it for your trade.